Sales Analytics

Track sales performance, revenue metrics, and business insights.

Overview

Monitor your business performance with comprehensive sales analytics and reporting.

Accessing Analytics

Navigate to Analytics > Sales or Dashboard.

Key Metrics

Revenue Metrics

Total Revenue:

• Gross sales
• Net sales (after refunds)
• Average order value (AOV)
• Revenue per customer

Time Periods:

• Today
• Yesterday
• Last 7 days
• Last 30 days
• Last 90 days
• Custom date range

Order Metrics

Order Volume:

• Total orders
• Orders by status
• New vs returning customers
• Orders by channel (online, in-store)

Order Performance:

• Average order value
• Items per order
• Conversion rate
• Cart abandonment rate

Product Metrics

Top Products:

• Best sellers (by revenue)
• Best sellers (by quantity)
• Product views
• Add-to-cart rate

Product Performance:

• Revenue per product
• Units sold
• Inventory turnover
• Profit margin

Customer Metrics

Customer Value:

• Customer lifetime value (LTV)
• Customer acquisition cost (CAC)
• Repeat purchase rate
• Customer retention rate

Customer Behavior:

• New customers
• Returning customers
• Average purchases per customer
• Days between purchases

Sales Dashboard

Overview Widgets

Revenue Chart:

• Daily/weekly/monthly trends
• Year-over-year comparison
• Growth percentage

Quick Stats:

• Today's sales
• Orders pending
• Low stock alerts
• Top product today

Recent Activity:

• Latest orders
• Recent refunds
• Customer registrations
• Product scans

Sales Reports

Revenue Reports

Sales by Date:

• Daily breakdown
• Weekly trends
• Monthly summary
• Year summary

Sales by Channel:

• Online store
• In-store (POS)
• Mobile app
• Partner locations

Sales by Location:

• Geographic breakdown
• Store performance
• State/province
• Country

Product Reports

Product Performance:

• Units sold
• Revenue generated
• Profit margin
• Return rate

Category Performance:

• Sales by category
• Category trends
• Category mix
• Seasonality

Inventory Reports:

• Current stock
• Stock movements
• Low stock items
• Overstock items
• Inventory value

Customer Reports

Customer Acquisition:

• New customers by period
• Acquisition channels
• First purchase value
• Onboarding conversion

Customer Retention:

• Repeat purchase rate
• Churn rate
• Customer cohorts
• Lifetime value

Customer Segmentation:

• By purchase frequency
• By total spend
• By loyalty tier
• By location

Custom Reports

Report Builder

Create custom reports:

1. Analytics > Custom Reports
2. Click New Report
3. Configure:
   • Metrics to track
   • Dimensions to analyze
   • Filters to apply
   • Date range
   • Visualization type

Saved Reports

Save for reuse:

• Name your report
• Schedule automatic generation
• Share with team
• Export options

Report Scheduling

Automated delivery:

• Daily/weekly/monthly
• Email recipients
• Format (PDF, CSV, Excel)
• Delivery time

Data Visualization

Chart Types

Line Charts:

• Trends over time
• Multiple metrics
• Comparison periods

Bar Charts:

• Category comparison
• Top performers
• Ranking

Pie Charts:

• Distribution
• Percentage breakdown
• Market share

Tables:

• Detailed data
• Sortable columns
• Export friendly

Filters & Segmentation

Filter data by:

• Date range
• Product category
• Customer segment
• Location
• Channel
• Order status
• Payment method

Cohort Analysis

Customer Cohorts

Group customers by:

• Registration month
• First purchase date
• Acquisition channel
• Initial product purchased

Track:

• Retention over time
• LTV by cohort
• Behavior patterns
• Engagement trends

Product Cohorts

Group products by:

• Launch date
• Category
• Price range
• Seasonality

Analyze:

• Product lifecycle
• Category trends
• Pricing strategy
• Inventory planning

Comparisons

Period Comparison

Compare time periods:

• This month vs last month
• This year vs last year
• Week over week
• Custom periods

Metrics:

• Revenue growth
• Order volume change
• Customer acquisition
• Product performance

Goal Tracking

Set and track goals:

• Monthly revenue target
• Orders per day
• New customers
• AOV increase

Visualization:

• Progress bars
• Percentage complete
• Days remaining
• Pace to goal

Export & Sharing

Export Data

Download reports:

Formats:

• CSV
• Excel (XLSX)
• PDF
• Google Sheets

Options:

• Current view
• Full dataset
• Filtered data
• Date range

Share Reports

Collaborate with team:

• Email report
• Share link
• Schedule delivery
• Team dashboard

Integration

Google Analytics

Connect GA4:

• E-commerce tracking
• User behavior
• Traffic sources
• Conversion funnels

Data Warehouse

Export to warehouse:

• BigQuery
• Snowflake
• Redshift
• Daily/real-time sync

BI Tools

Connect to:

• Tableau
• Power BI
• Looker
• Metabase

Best Practices

Daily Monitoring

Track daily:

• Revenue vs goal
• Order volume
• Top products
• Any anomalies

Weekly Review

Analyze weekly:

• Trends
• Product performance
• Customer behavior
• Marketing effectiveness

Monthly Analysis

Deep dive monthly:

• Overall performance
• Cohort analysis
• Forecasting
• Strategic planning

Data Quality

Ensure accuracy:

• Reconcile with accounting
• Verify refunds
• Check for duplicates
• Validate integrations

Advanced Analytics

Forecasting

Predict future performance:

• Revenue projections
• Inventory needs
• Seasonal trends
• Growth trajectory

Attribution

Understand what drives sales:

• Marketing channel attribution
• Customer touchpoints
• Campaign performance
• ROI analysis

Profitability

Beyond revenue:

• Gross margin
• Net profit
• Cost of goods sold (COGS)
• Operating expenses
• Profit by product/category

Alerts

Set Up Alerts

Get notified when:

• Revenue drops X%
• Orders below threshold
• Product out of stock
• Unusual activity

Configuration:

1. Analytics > Alerts
2. Define condition
3. Set threshold
4. Add recipients
5. Choose frequency

Related Resources

• Scan Reports
• Customer Management
• Products